Securities Analysis by Riverside Financial Group Financial Analysis by Riverside Financial Group NJ
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Below is a partial list of some of the reports produced as part of our regular account analysis:

Analysis Summary Letter

Multiple Account Summary

Account Profit/Loss Summary

Securities Profit/Loss Detail

Securities Profit/Loss Summary by Security,
Largest Loss or Category

Securities Profit/Loss Matched Trade Detail

Securities Holding Period

Securities Profit/Loss Matched Trade
by Opening Transaction

Realized/Unrealized Profit/Loss

Initiated Transaction Profit/Loss

Margin Interest and Fees Detail

Cash In/Out Detail

 

Property In/Out Detail

Month to Month Gain/Loss

Monthly Net Investment and Equity

Account Performance (Rate of Return)

Dividend and Interest Detail

Chronological Account Activity

Turnover & Commission Analysis Summary
by Year

Commission Equity Summary by Year

Commission Analysis of Purchases and Sales
     by Year

Performance Comparison Against Various Indices

Charts, Graphs and Special Exhibits
 

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